Category Grouping
Setup a Grouping for a Category in RMS.
Groupings can be setup and applied to Categories to simplify reporting on multiple items together.
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Information
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Setup
- Add Button
Information
Groupings can be setup and applied to Categories to simplify reporting on multiple items together.
Category Groupings can be used to track Category performance across a range of reports or to filter the display by a set Grouping option.
Users will require Security Profile access to use this feature.
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Setup
- Add Button
Setup
Have your System Administrator complete the following.
- Go to Setup > Lookup Tables > Grouping in RMS.
- Select the 'Add' icon.
- Select the Group Heading as 'Category'.
- Enter a Grouping Description.
- Save/Exit.
- Go to Setup > Category/Area in RMS.
- Select the 'Edit' icon on an existing Category.
- Navigate to the 'Category Details' tab.
- Select the Category Grouping.
- Save/Exit.
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Guide
- Add Button
Guide
Go to Setup > Lookup Tables > Grouping in RMS.
Select the 'Add' icon.
Select the Group Heading as 'Category'.
Enter a Grouping Description.
Select 'Save/Exit' to store the changes made.
Go to Setup > Category/Area in RMS.
Select the 'Edit' icon on an existing Category.
Navigate to the 'Category Details' tab.
Select the Category Grouping.
Select 'Save/Exit' to store the changes made.
Setup
Have your System Administrator complete the following.
- Go to Setup > Lookup Tables > Grouping in RMS.
- Select the 'Add' icon.
- Select the Group Heading as 'Category'.
- Enter a Grouping Description.
- Save/Exit.
- Go to Setup > Category/Area in RMS.
- Select the 'Edit' icon on an existing Category.
- Navigate to the 'Category Details' tab.
- Select the Category Grouping.
- Save/Exit.
-
Guide
- Add Button
Guide
Go to Setup > Lookup Tables > Grouping in RMS.
Select the 'Add' icon.
Select the Group Heading as 'Category'.
Enter a Grouping Description.
Select 'Save/Exit' to store the changes made.
Go to Setup > Category/Area in RMS.
Select the 'Edit' icon on an existing Category.
Navigate to the 'Category Details' tab.
Select the Category Grouping.
Select 'Save/Exit' to store the changes made.